Insurance Sales Agent

New York Life - Robert Rice

Insurance Sales Agent

New Windsor, NY
Full Time
Paid
  • Responsibilities

    We are seeking a motivated Insurance Agent with an entrepreneurial spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today! Responsibilities: • Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders • Create tailored risk management strategies directly with clients that align with their risk profiles • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base Qualifications: • Excellent communication, customer service, analytical, and interpersonal skills are necessary • Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations • Some computer skills with ability to use Microsoft Office is required • Some experience with accounting or sales lead software is beneficial • Bachelor’s degree preferred; high school diploma required • Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required Compensation: $120,000 at plan